Vestwell

Today, we extend our heartfelt gratitude to our entire community for being a valued part of our journey. To our partners, clients, and savers, thank you for your trust and support. From all of us at Vestwell, wishing you a joyful and memorable Thanksgiving! ??

In celebration of Thanksgiving, the Vestwell team gathered for a FEAST meal to share the unique experiences that each Vestweller brings to the table while donating healthy meals and nourishment to those in need. ??? Organized by Vestwell’s Employee Wellbeing Committee, this event was a wonderful opportunity to connect as a team, while giving back to our community during the holiday season. During the event, Vestwell matched employee donations to Encore Community Services, which provides meal delivery to home-bound older adults in NYC who are nutritionally at risk. Thanks to all who joined us! #OneVestwell #VestwellGives

Congratulations to our partners at STABLE Account for surpassing $500 million in assets under administration! ?? The STABLE Account program, powered by Vestwell, empowers individuals with disabilities to build a secure future and greater financial independence. This milestone is a testament to the impact this program has had on creating pathways for inclusion and financial growth. Learn more about the STABLE Account program: https://hubs.ly/Q02ZpMlD0 #STABLE Ohio Treasurer of State

We are thrilled to see Rhode Island join forces with our Connecticut partners, MyCTSavings, to expand retirement savings to more private-sector workers across their states. Through this partnership, Rhode Island will launch a new auto-IRA program, RISavers, powered by Vestwell. The program will provide more than 170,000 Rhode Islanders with the opportunity to save for retirement. Learn more about RISavers and how multi-state partnerships like these are expanding access to retirement savings: https://hubs.ly/Q02Z9nCD0 Douglas Magnolia

Yesterday, Vestwell’s Founder and CEO, Aaron Schumm, presented at Duke University to commemorate the university’s centennial celebration. Aaron joined fellow Duke alumni to reflect on the school’s incredible legacy of entrepreneurship and share his own journey and the impact Vestwell has made in closing the nation’s savings gap. Jamie N Jones, Melissa Bernstein Alana Beard #DukeCentennial

Are you prepared for New York’s upcoming retirement plan program? A new requirement is on the way for businesses in the Empire State. ?? More than half of New York State’s private-sector employees lack access to a workplace retirement plan. To address this gap, upcoming legislation will soon require New York businesses to offer a qualified, employer-sponsored retirement plan or automatically enroll employees in the New York State Secure Choice Savings Program. Stay informed on the program’s development and understand how this requirement will impact your business ?? https://lnkd.in/gy_QKJYd #NewYorkStateSecureChoice

Financial advisors—now is the perfect time to partner with a recordkeeper who can help you grow your business and better serve your clients. Hear directly from the advisors who have worked with Vestwell to scale their practices. ?? From custom savings solutions to top-tier support, see why our partners and clients trust us to deliver. Discover more success stories from Vestwell’s advisors: https://lnkd.in/gBKiD2V8 Zach Stein, Carbon Collective; Jason M. Booth, TaxStudio; Michael Paris, Paris International

In honor of Duke University’s centennial, Vestwell’s Founder and CEO, Aaron Schumm, was invited to speak at his alma mater this week. As a leading entrepreneur in the country, he will celebrate the university's legacy and share the Vestwell story. Aaron will be joined by fellow Duke alumni and entrepreneurs Melissa Bernstein of Lifelines, LLC, and Alana Beard of 318 Foundation, Inc. ?? Entrepreneurship at Duke: Our Past, Present, and Future ??? Wednesday, November 13, 2024 | 6:00 pm ET Register now: https://lnkd.in/gNj6khf6? Tune in to the presentation on Wednesday virtually: https://lnkd.in/gXzENFy4 #DukeCentennial

The annual Party for a Purpose event hosted by Best Buddies in New York brings awareness to the inclusion of individuals with intellectual and developmental disabilities (IDD). Vestwell shares Best Buddies’ commitment to uplifting and empowering individuals with disabilities and was a proud community sponsor of this year’s event. Thank you to Best Buddies’ Founder and CEO, Anthony Shriver, for having us. Daniel Nzouankeu #BestBuddies #PartyForAPurpose

New Jersey’s retirement program deadline is just around the corner. ?? Are you ready? Businesses in New Jersey with 25 or more employees must offer a qualified retirement plan or enroll employees in the state’s RetireReady NJ program by November 15, 2024, to avoid financial penalties. RetireReady NJ is a state retirement savings program designed to help New Jersey workers easily build retirement savings through payroll deductions to an IRA. Learn more about?the RetireReady NJ program, the upcoming deadline, and how it affects your business ?? https://lnkd.in/g2K27Uyf #RetireReadyNJ